Senior Wealth Advisor - Oak Brook, IL

CliftonLarsonAllen; Chicago (IL); Presencial; USD 113 000 - 225 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Discretionary bonuses

Health benefits

401k plan

Resumo da oferta

CliftonLarsonAllen—CLA in Oak Brook, IL—seeks a Senior Wealth Advisor to manage a client book and deliver Total Wealth Advisory anchored by a personal financial plan.

Ideal candidates bring 8+ years in financial services, strong tax planning, investments, and estate/retirement planning, plus FINRA Series 65/66 and CFP. You will lead strategy, mentor staff, and provide high-touch service in a growth-focused environment.

Qualificações

• Minimum 8+ years of progressively responsible financial services experience.
• Bachelor's degree required; Accounting/Finance background preferred.
• FINRA Series 65 or 66 required; CFP or equivalent preferred.

Responsabilidades

• Lead and manage a book of client relationships with a holistic wealth approach.
• Provide comprehensive financial planning and tax-aligned guidance.
• Collaborate with advisors to deliver high-touch service and growth.

Conhecimentos

Financial Planning

Client Relationship Management

Technical Competencies

Formação académica

Bachelor's degree

CFP certification

FINRA Series 65/66

Ferramentas

MS Word

MS Excel

PowerPoint

Outlook

Adobe

Descrição da oferta de emprego

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

A platform built for durable, organic growth.

Our advisors average $250M in AUM across ~120 households and continue to grow ~10% net new AUM annually-without Schwab or Fidelity referral programs. That growth is fueled by access to 100,000+ individual tax clients and 75,000 privately held businesses, creating one of the deepest organic prospect pipelines in the industry.

Why this role matters now:

The wealth landscape is changing in a meaningful way: women are increasingly the primary decisionmakers for household wealth, and pivotal life transitions often create moments where the right advisor relationship matters most. In our Women & Wealth vision, CLA is focused on becoming the trusted advisor of choice for highnetworth women and womenled businesses, delivering personalized tax and wealth strategies that protect legacy and align financial decisions with life goals.

We're selectively adding senior wealth advisors in key markets and offer a highly competitive compensation structure designed for experienced professionals.

About the role:

CLA is looking to hire a Senior Wealth Advisor to work in our Oak Brook, IL office.

The SWA serves as a relationship manager providing Total Wealth Advisory-a comprehensive, planningled experience anchored in a personal financial plan and spanning a client's financial and tax needs.

Senior Wealth Advisors bring advanced knowledge across tax, investments, financial planning, insurance, and estate and retirement planning. You'll manage a book of client relationships, lead client strategy, and delegate work appropriately to deliver a hightouch experience with strong followthrough.

This role is ideal for an advisor who thrives in an environment where:

• Planning and tax integration elevate the advice (and client stickiness)
• Growth is powered by real, organic access-not paid lead programs
• Client relationships include complexity, transitions, and multigenerational needs (including women navigating moments like business liquidity, divorce, widowhood, caregiving, and career shifts)

Essential Job Functions

• Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations.
• Client Support: Manage existing & new referral relationships.
• Technical Competencies: Maintain a working knowledge/competency of appropriate systems applications utilized by firm. Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.

Requirements

Experience

• Minimum of EIGHT (8) years of progressively responsible financial services experience.

Education

• Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
• Bachelor's degree in Accounting, Finance or a related field preferred.

Certifications/Licenses:

• FINRA Series 65 or 66 Required.
• Existing Transferrable Book of Business Preferred.
• CFP certification or equivalent required. Relevant experience may be accepted in lieu of certification.

This role is eligible for discretionary bonuses based on company performance and other factors.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Illinois is:

$113,000 - $225,000.

#LI-SW

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.